Wealth Advisor

Join Us in Making an Impact

At OneAZ Credit Union our success is measured only by yours. Were here to create lasting change in the lives of our members our communities and our team. If youre looking for a career with purpose where your work truly mattersyouve found it!

Who You Are

Youreimpactful compassionate and fearlessready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like youletsbuild something great together.

What Youll Do

This position will be located in multiple branches including; Central Region and Scottsdale

Serve the investment and planning needs of Credit Union Members utilizing a Total-Needs Based selling approach. Help members identify financial goals and objectives from face-to-face financial analysis and identify appropriate insurance and securities products to meet members goals and lifecycle objectives. Establish relationships through continuous periodic reviews as an essential part of the Total-Needs Based Sales process. Participate in local and community activities necessary to cultivate business outside of the Credit Union.

• Present a professional image and cultivate a strong working relationship with Credit Union associates members and other key people involved in the Credit Union.
• Cultivate strong working relationships and build trust among credit union staff by attending and participating in staff meetings and other credit union staff functions.
• Implement the phases of the marketing plan created with the officer over investment services to generate targeted appointment benchmarks with members.
• Attain commission goals and activities according to standards.
• Cultivate business through community involvement.
• Partner with branch management lending and Business Services associates to build profitable relationships.
• Comply with broker dealer insurance and securities requirements.
• Conduct business according to policies and procedures standards of honesty fairness and integrity.
• Render service to members and associates according to prescribed standards.
• Follow the established guidelines for maintaining client files in accordance with broker dealer policies and practices and FINRA requirements.
• Attend all required training and informational meetings such as those scheduled by the officer over investment services the training department or by whatever group oversees broker dealer compliance.
• Ensure duties are performed in accordance with established standards and in compliance with laws and regulations.
• Stay abreast of current legislation regulations and policies.
• Complete and submit tracking and reporting data into the customer relationship management (CRM) system.
• Ensure compliance with relevant agreements such as those governing broker dealer registered representatives.

What You Bring

• High School Diploma Require
• Bachelors Degree College degree preferably in Economics Finance Business or equivalent work experience
• 1 to 3 years of similar or related experience. Minimum of two years work experience as a Financial Advisor.
• Ability to achieve production goals with minimal dependence on Credit Union referrals.
• FINRA Registration: SIE Series 7 63/65 (or 66) required
• AZ Life Health and Variable Products License required
• Certified Financial Planner (CFP) preferred
• A passion for people innovation and growth.

Compensation & Benefits

• Generous paid time off: paid holidays floating holidays personal days vacation days plus sick time
• Low-cost Medical Dental & Vision plans
• Paid childcare assistance
• Award-winning 401K
• Gym fee reimbursement
• Tuition Reimbursement
• Student loan repayment
• ...and much more. Explore all the details in our comprehensive Benefits Booklet

Why Join OneAZ

At OneAZwerenot just a credit union;werea financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers aspiring to be the bankfor new pioneers.

We are driving change in our communities constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise youll be part of a team committed to exceeding expectations and redefining whats possible.

Additional Notes:

Knowingly submitting false information will result in disqualification for consideration of future positions termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies laws and regulations including the Bank Secrecy Act (BSA) Anti-Money Laundering (AML) compliance USA Patriot Act and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.

Required Experience:

Unclear Seniority